Page Comparison

1. View BOM: This is the Bill of Materials / Estimating / Customer Quotes window.  Notice that we are on the View BOM tab.

   

2. Select New Option from the Tools drop-down menu. This is ONLY necessary if you do not have a SIF/XML file to import. If you have a SIF/XML file to import, proceed to Step #4 below.
   

   

3. The new Option comes complete with a default Phase and a new BOM.
   

   

4. Adding Parts to BOM: There are several ways to add parts to your Bill of Materials but the three most frequently used methods are as follows:
   
   Importing SIF/XML

• Select the "Import SIF/XML" option (top toolbar in the BOM)

• Select what type of file you are importing

• Select the file you want to import by either hitting the drop-down to pull the document from your project docs (if you uploaded previously as you should) or by browsing your PC for the file

• Import SIF/XML

• Adjust pricing if necessary
  

  

  
  
  *You will only use the "Import Into Option" and/or "Import Into Phase" if you are importing into a pre-existing option/phase.
  
  **If the parts show up in the lower portion of the Import window then your administrator has not setup the Vendor / Vendor Ref codes properly or there are no codes on the line item so e-manage does not recognize the parts. See Vendor Ref / MFG Code Setup.
  
  Search For Tool
  This can be used to search your Master Parts List to add internal parts such as Labor, Project Management, Freight, etc. and/or parts that have been previously imported/added in.
  

• Place your cursor in the "Search For" and start typing your Part Number such as "Labor" (You must be on the BOM level to see the Search For tool)

• Highlight the part you want to add

• Select the + on the "Add Qty"

• Continue to search and add parts as necessary

• Adjust pricing if necessary
  

  

  
  ProjectSpec Tool

• Select the "ProjectSpec" button (You must be on the BOM level to see the ProjectSpec tool)

• Use F2 shortcut on your keyboard to use the Part Search or Double Click on the Manufacturer and continue to Double Click through the options to specify your part

• Adjust pricing if necessary

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5. Notice that the parts that have been added are listed in the grid at the bottom of the screen. Don't forget to name your Option(s) and your Phase(s). Tip: Option = Quote Name & Phase = TAG / Area / Phase / Etc.

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6. View Quotes: Switch from the "View BOM" tab to the "View Quotes" tab.  The highlighted row shown is the Quote that was just created which includes the parts that were just added.

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13. The next section will cover Order Entry. Select the Order Entry option from the Modules menu.

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